Civic Intelligence

Ucsd Alumni Association

990 • Fiscal year 2018 • EIN 23-7425123

Jul 01, 2017 to Jun 30, 2018 • Filed on May 07, 2019

Price Center East Level 3 Mc0083LA Jolla, CA 92093

(858) 534-1032

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

27th percentile

-7.0%

Higher net margin than 27% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

100th percentile

$573,479

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 405.1% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

9th percentile

-49%

Faster asset growth than 9% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

11th percentile

-45%

Faster revenue growth than 11% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$10,320

Down $9,927 (-49%) from 2017

Net Assets

Down

$10,320

Down $9,927 (-49%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$141,581

Down $117,470 (-45%) from 2017

Expenses

Down

$151,506

Down $180,370 (-54%) from 2017

Net Income

Up

-$9,925

Up $62,900 (+86%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2015: $133,995Liabilities 2015: $0Net Assets 2015: $133,9952015Assets 2017: $20,247Liabilities 2017: $0Net Assets 2017: $20,2472017Assets 2018: $10,320Liabilities 2018: $0Net Assets 2018: $10,3202018Assets 2019: $8,947Liabilities 2019: $0Net Assets 2019: $8,9472019Assets 2020: $8,947Liabilities 2020: $0Net Assets 2020: $8,9472020Assets 2021: $36,818Liabilities 2021: $0Net Assets 2021: $36,8182021Assets 2022: $17,541Liabilities 2022: $0Net Assets 2022: $17,5412022Assets 2023: $4,488Liabilities 2023: $0Net Assets 2023: $4,4882023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2018

Assets$10,320
Liabilities$0
Net Assets$10,320

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2015: $317,530Expenses 2015: $360,179Net Income 2015: -$42,6492015Revenue 2017: $259,051Expenses 2017: $331,876Net Income 2017: -$72,8252017Revenue 2018: $141,581Expenses 2018: $151,506Net Income 2018: -$9,9252018Revenue 2019: $164,342Expenses 2019: $165,714Net Income 2019: -$1,3722019Revenue 2020: $165,000Expenses 2020: $165,000Net Income 2020: $02020Revenue 2021: $143,320Expenses 2021: $108,644Net Income 2021: $34,6762021Revenue 2022: $156,678Expenses 2022: $175,955Net Income 2022: -$19,2772022Revenue 2023: $182,220Expenses 2023: $195,273Net Income 2023: -$13,0532023Revenue 2024: $93,069Expenses 2024: $97,557Net Income 2024: -$4,4882024

Highlighted filing

2018

Revenue$141,581
Expenses$151,506
Net Income-$9,925
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 7, 2019
Return Version
2017v2.2
Gross Receipts
$141,581
Mission and Program Overview

Mission

The mission of the ucsd alumni association is to foster a lifelong mutually beneficial relationship of alumni and students with uc san diego.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$20,245$10,320▼ $9,925
Rtn Earn Endowment Incm Other Fnds$20,245$10,320▼ $9,925
Total Assets$20,245$10,320▼ $9,925
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$20,245$10,320▼ $9,925
Total Liabilities and Net Assets / Fund Balance$20,245$10,320▼ $9,925
Compensation and Service Providers

Board Members and Trustees

NameTitle
J BelkPresident
K BoehmVice President
A AfsahiDirector
A BezzeridesDirector
A SchafgansDirector
A WhiteDirector
B BaumgartnerDirector
B LujanDirector
B SawreyDirector
C BerganDirector
C EadesDirector
C TsangDirector
D KellyDirector
E LeeDirector
G ManriquezDirector
H CaiDirector
J FentonDirector
J HammesDirector
J LimaDirector
J MalanaDirector
K BerganDirector
L PinedaDirector
M BrownDirector
M MolkoDirector
M NewsomeDirector
M StickelDirector
M SusterDirector
N BillmoriaDirector
P BergmanDirector
P YehDirector
R BrownieDirector
R MonroyDirector
S DabishDirector
S EngelhornDirector
S KnightDirector
T FioriDirector
T HalicioglueDirector
T RassattDirector
W RongDirector
P KhoslaChancellor
D FakhariSecretary
J HammesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,571
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$135,010
All Other Contributions
$6,571
Change in Net Assets
$-9,925
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$150,934
Other Expenses$572
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$150,934--$150,934
Other Expenses-$572-$572
Total Functional Expenses$150,934$572$0$151,506
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Regents of Univ of CA at SdLa Jolla, CA-See Sch O Form 990 Part Iii Line 4a-
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$24,083
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Alumni Celeb----
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

Teh membership of the alumni association is made up of the alumni of the univesity of california at san diego.

Member election for additional members Part VI line 7A

The board of directors are elected by members of the alumni association.

Form 990 governing body review Part VI line 11

The governing body is informed that the form 990 is available upon request. Any board member that has questions is invited to contact the preparer to answer any questions.

Conflict of interest policy compliance Part VI line 12C

Conflict of interest policyas employees of the university of california, the alumni association staff is subjtect to the conflict of interest policies established by the university of california.

CEO executive director top management comp Part VI line 15A

Compensation review is done by the university of california regents and/or by the uc san diego campus in accordance with campus policies and classification guidelines.

Other officer or key employee compensation Part VI line 15B

Compensation review is done by the university of california regents and/or by the uc san diego campus in accordance with campus policies and classification guidelines.

Governing documents etc available to public Part VI line 19

Financial statements, articles of incorporation, bylaws and conflict of interest policies are available upon request.

Filing and Contact Details

Filer

Filer Name
Ucsd Alumni Association
EIN
23-7425123
Address
PRICE CENTER EAST LEVEL 3 MC0083, LA JOLLA, CA 92093

Signing Officer

Name
Cheryl Harrelson
Title
Associate Vice
Phone
8585349648
Signed
2019-05-07
Discuss with paid preparer
Yes

Organization Details

Formed
1977
Legal Domicile
CA
Voting Board Members
42
Independent Board Members
42
Employees
0

Preparer

Firm
Mark Boyer CPA
Address
3990 Old Town Avenue B-101, San Diego, CA 92110
Preparer
Mark Boyer
Phone
6195161700
Supplemental Narrative

Additional Explanations

General explanation attachment

The ucsd alumni association is organzied and operated to foster a beneficial relationship between the alumni and students with the university of california, san diego campus.employees, salary and benefitsall ucsd alumni associationstaff are employees of the university of california and receive salary and bnefits from the university. Ucsd alumni association employees are also eligible to participate in the 403(b) plan which is managed by the regents of the university of california. Similarly the ucsd alumni associations operating costs, space and facility needs are provided by the uc san diego campus free of charge, as a supporting organization in compliance with the university of california policy. Contributionsthe ucsd alumni association soliticits gifts in conjunction with its fundraising activities. The uc san diego foundation is the primary depository of the donations received by the alumni association. Gifts processed by the uc san diego foundation on behalf of the alumni association include 100% tax deductible donations plus memberships and special event proceeds in which a portion of the contributions received may include quid pro quo items.expensescertain operating expenses of the association included in this return are subsidized by the university of california. The subsidy attributable to the operating expenses are included in indirect public support.

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